Client Experience Specialist

3 weeks ago


Bend, United States GreenSavers Full time

We are looking for a skilled professional to join our team as a Project Manager Assistant. In this role, you will support the Project Manager in the Bend office with the execution of projects and client communications. Your primary responsibility will be to ensure an exceptional top-notch client experience, maintaining a high level of satisfaction throughout the project, while ensuring the timely and on-budget completion of all tasks.

The ideal candidate will have strong organizational skills, attention to detail, and the ability to work independently and as part of a team. They will be proficient in Microsoft Word, Excel, and CRM software, and have a valid driver's license. They will also be able to effectively communicate with clients, manage their expectations, and ensure that their needs are met.

In this role, you will oversee and manage HVAC and Weatherization (WX) inventory, including ordering supplies for HVAC and WX projects, tracking and staging equipment for upcoming projects, and applying for and managing all necessary project permits. You will also coordinate and manage all Homeowners Association (HOA) requirements and responsibilities, process and track warranties for completed projects, and coordinate incentive programs for team members and clients.

Main Responsibilities:
  • Conduct reminder calls to clients and stakeholders.
  • Distribute GreenSavers yard signs for project visibility.
  • Oversee and manage HVAC and Weatherization (WX) inventory.
  • Apply for and manage all necessary project permits.
  • Coordinate and manage all Homeowners Association (HOA) requirements and responsibilities.
  • Process and track warranties for completed projects.
  • Coordinate incentive programs for team members and clients.
  • Regularly update weekly and monthly production reports.


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